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The Wealth Management Associate is a client-facing role. Through a combination of marketing methods, client-management skills, and market and product knowledge, the Wealth Management Associate partners with team members to address the specific needs and service issues of high net worth clients in order to cultivate existing client relationships.

DUTIES and RESPONSIBILITIES:

Independently improves and streamlines the service model and operational procedures for the team

Coordinates resolution of complex issues/concerns received from the client with input from senior team members

Assigns work to teams Client Service Associate and/or Technical Analyst, as appropriate

Utilizes knowledge, experience, and expertise obtained through the CFP or CFA qualification process, to lead a comprehensive discovery analysis that identifies differentiating information and variables to be used in the financial planning process

Cultivates and develops corporate relationships

Attends seminars or client meetings with Financial Advisor and coordinates distribution of marketing presentations to clients